Salesforce reports are a great way to view and analyse data. If you’re new to Salesforce reports check out our Introduction to Salesforce Reports. Salesforce dashboards and charts are a helpful visual representation of your reports. Since dashboards and charts are much faster to look at and understand than reading a report they come in handy.

There are a few different ways that you can summarise data with Salesforce charts. Depending on the type of data you have there are a few different charts you can use.

  • Vertical and Horizontal Bar Chart (Use horizontal bar chart to compare more groups than vertical)
  • Line Chart (best for showing data over time)
  • Pie / Donut Chart (Both are used to compare a group of data to the total. Donut Charts show the total in the middle)
  • Funnel Chart (best for sales opportunities)
  • Scatter Chart (Helps to visualise the correlation between values on a report)